Get a dashboard to view all of your income and easily view their details and statuses.
Invoices
See all of your invoices by going to "Accounting" in the left navigation and clicking the "Invoices" tab. You can sort by any of the headers across the top allowing you to sort by dates (created, issued, or due), client, invoice number, amount, or status. Your invoice status will show as draft, sent, paid, late, or voided.
Pro-tip: Add custom invoice numbering.
Click any entry to view the full invoice. For full details on an invoice's activity (like created date, late fees waived, or payments made), use the buttons at the top of the invoice itself.
Filters can show a specific client or invoice status as well as a specific date range. Read more about invoices here.
Payments & income
View the complete history of payments received. If your client made several partial payments, you will see each as a transaction in this list. Click any entry to see details about the payment.
You can sort by any of the headers at the top. Filters in the upper right corner can show just a specific client's payments or payments from a selected date range.
You can also add money that you've earned outside of an invoice. When adding a new payment, you are able to choose whether you are applying the payment to an outstanding invoice (created with Moxie) or whether you are documenting income that was received outside of Moxie's invoicing system.
Tracking income outside of Moxie is an easy way to document other sources of income that don't require invoicing workflows or perhaps are being generated in an external E-Commerce platform. Other income will populate throughout the app as you allocate the income to clients and projects.
You can also set up recurring payments if you receive regular payments to your business that you want to track that aren't related to an invoice. Click accounting > payments & invoices then the + and choose "recurring payment."
Use your invoices and payments alongside your time worked to calculate your true hourly rate in your homebase insights as well.
If you'd like to download a full report, you can navigate to the "Profit & loss" tab. Choose the time frame you would like to see in the upper right corner and then choose "Download report." You will get an excel sheet with tabs for profit and loss, invoices, expenses, payments, and taxes.